The Partners of Palladium
Solutions have extensive
experience in all aspects of producing educational
guides for financial services, accountants and
legal professions. We are able to do everything
from arriving at a suitable concept, to writing
the guide and finally printing and producing it.
Educational Guides can be an invaluable tool for
clients, some of the many benefits Palladium Solutions
can offer your business through the production
of guide include the following creating
many different
opportunities,
including:-
- We have experience in writing financial
planning guides in a style that allows complex
issues to be put forward in a simple manner
to the investor. This can often include the use
of
case studies and questions and answers. Generally,
rather than aiming to provide a comprehensive
reference manual, we aim to produce guides that
provide practical
everyday solutions
- As well as being useful for consumers,
the guides can also be used as an excellent
tool for your business staff and sales forces.
The guides
can save your advisers a considerable amount
of time researching specialist areas of financial
planning. They will also help advisers to advise
on areas that they otherwise would not be too
confident
in.
- The guides are a valuable tool from
a Public Relations point of view. They can help
convey
the message that your business aims to educate
the consumer and not simply sell a product.
The media are more likely to mention your business
where, they see that you are trying to educate
and help their audience gain financial knowledge.
- The guides can be used to create a
high volume of qualified leads for new business
opportunities
for your business
- The guides can be marketed to both
new clients and also to in-house client databases.
- The guides have the potential to generate
a revenue stream in their own right, (this
could be achieved by selling the guides or obtaining
sponsors or advertisers). This can often at
least cover your costs for producing the guide.
It is also possible
to
sell the guide to your potential audience.
Whilst receiving income through selling the guides
is
by no means the main purpose of these guides,
this does ensure that you are sending your information
to individuals who are genuinely interested
in
receiving it.
- Having guides available will make
it easy for your advisers to recommend the services
of other specialist departments or individuals
within your business. If all they have to do
is
pass a guide to their client on a specific
subject, this is a lot easier for them, rather
then having
to explain an area they are not necessarily
too familiar with. Once the client has read the
guide,
they will then hopefully contact the relevant
department or individual at your business to
take matters further.
- Finally and perhaps most importantly,
by educating your clients and the wider public,
people are more likely to place business with
you and recommend their friends, family and colleagues
contact you.
The topics that we can produce guides on in the
sector is endless. Just a few examples of the very
many topics that could be considered are:
- Inheritance Tax
- Property Investments
- “A” Day
- Critical Illness
- The Duties of a Trustee
- Types of Mortgage
- Investing in UK smaller companies
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